Our Services.

We offer a full range of financial and protection services. See below for some of our most popular.

Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Savings & Investments

Are you making the best use of any spare capital or surplus income?

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Welcome to St Clair Financial Planning Ltd.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0141 237 8140 or email us at enquiries@stclairfp.co.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

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Here's how we formulate the plan towards Your Goals.

Many people have goals and dreams, but a goal without a plan is just a wish an achievable goal is a dream with a deadline.

About you

We meet together to discuss your personal circumstances and your current financial situation.

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Your goals & ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

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Analysis

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

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How to get there

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

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Implement the plan

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

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Review the plan & progress updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

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Our Main Services.

  • Mortgages

  • Savings & Investments

  • Financial Planning

  • Retirement Planning

  • Wealth Management

  • Protection

  • Business Protection

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Request call back.

or call us
0141 237 8140
 

See What Our Clients Have To Say About Us.

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I have had a number of dealing with Robert and Nicole over the past few years and have found their advice and service second to none. In what can be a difficult and stressful process they understand the need to explain, give advice and act quickly which they do every time. I have worked with them for our own property and also when helping some first time buyers with their purchases. I have also recommended to lots of the community who all give the same feedback. First class company!

Tom H

We hadn’t used a mortgage broker before when buying a house – there were several complications to the purchase and Robert was responsive and helpful; I would certainly recommend them to others.

Simon C

I would highly recommend Robert. He has truly gone above and beyond for us in our personal finances. His advice has been straightforward, uncomplicated and on point. He responds quickly and with clarity, and moreover, takes the initiative in keeping us up to date with current economic developments where they affect our situation, proactively suggesting ways we can make simple, effective improvements to our mortgage. We would recommend his services with confidence. The level of service is beyond what I have experienced for a long time.

Simon B

We’ve had a great experience with Robert and the team at St Clair financial planning – everything was done quickly, efficiently and with great communication, and I knew Robert was there to provide expert help when difficulties arose. Overall it felt like we were in very good hands – sorting the mortgage was one less worry amongst all of the things we had to sort about when moving house!

Carl T

I first used Robert over 8yrs ago and he has looked after out mortgage arrangements ever since. He takes the pain out of form filling and is fair and very straightforward to deal with and has been brilliant at understanding complex income streams so they can be combined to meet the needs of the lender. Theres not many mortgage advisors you get emails from at 5.30am or 11pm!

Darren M

Stock Data.

VALUE MOVE %
FTSE 100 7682.87 20.360352 arrow 0.2657149 arrow
FTSE ALL-SHARE 4195.12 14.930176 arrow 0.35716417 arrow
FTSE MID 250 19280.45 161.47852 arrow 0.84459305 arrow
FTSE 350 4236.17 14.080078 arrow 0.3334915 arrow
Dow Jones 38967.56 355.3203 arrow 0.92022717 arrow
S&P 500 4343.46 -4.870117 arrow -0.11199971 arrow

0141 237 8140
Studio 39,
Sir James Clark Building,
Abbeymill Business Centre, Paisley PA1 1TJ.

enquiries@stclairfp.co.uk